Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Capital & Income in their Schedule of Assets, totaling $686K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARSHALL B. KETCHUM UNIVERSITY MBKU 403(B) VOLUNTARY RETIREMENT PLAN | FULLERTON CA | 242 | $25.4M | $625K |
| 2 | HORIZON HOME CARE & HOSPICE, INC. HORIZON HOME CARE & HOSPICE, INC. 403(B) RETIREMENT PLAN | MILWAUKEE WI | 382 | $32.6M | $61K |
